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Graetz Wealth’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Graetz Wealth’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.83M Sell
30,993
-7,120
-19% -$421K 1.46% 23
2026
Q1 		$2.27M Buy
38,113
+5,276
+16% +$316K 2.03% 20
2025
Q4 		$1.97M Buy
+32,837
New +$1.97M 1.79% 21

Other funds holding VGIT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Graetz Wealth's VGIT Position: Q2 2026 in Review

Graetz Wealth reduced its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 19% in Q2 2026, selling an estimated $421K and leaving 30,993 shares worth $1.83M. The position accounts for 1.46% of the portfolio, ranked #23.

Graetz Wealth first reported a position in VGIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.27M in Q1 2026. 972 funds tracked by Wall St. Rank hold VGIT as of Q2 2026.

  • Graetz Wealth held 30,993 shares of Vanguard Intermediate-Term Treasury ETF worth $1.83M as of Q2 2026.
  • Graetz Wealth sold 7,120 Vanguard Intermediate-Term Treasury ETF shares in Q2 2026, an estimated $421K.
  • Vanguard Intermediate-Term Treasury ETF made up 1.46% of Graetz Wealth's portfolio in Q2 2026, its #23 holding.
  • Graetz Wealth first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Graetz Wealth's Vanguard Intermediate-Term Treasury ETF position peaked at $2.27M in Q1 2026.
  • 972 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q2 2026.

Based on Graetz Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.